Kaizen Financial Strategies’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.82M Sell
2025
Q1
$2.72M Sell
2024
Q4
$2.76M Buy
2024
Q3
$2.61M Buy
2024
Q2
$2.29M Buy
2024
Q1
$1.42M Buy
2023
Q4
$1.23M Buy
2023
Q3
$1.1M Buy